New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Once a web return or web organizer has been transmitted from UltraTax CS to the NetClient portal, it may be helpful to check that the return or organizer has reached its proper destination.

You may verify this by utilizing the "View Portal" feature if you have NetFirm administration privileges in your NetStaff account. Click here for more details.

Another method of verification is to enable e-mail notifications when returns or organizers are sent to the portal and then enabling automatic blind carbon copies to yourself or another person in your firm. To enable this option, click here for more details.

Before sending a return or organizer to the portal, you may want to make sure that the UltraTax client is linked to the correct portal, which is especially important if you have a return or organizer going to multiple portals. Click here to learn how to verify the NetClient portal destination.

If you run into errors when assembling or transmitting web returns or organizers, double check the required setup for NetClient CS integration.

Related Topics

UltraTax CS and NetClient CS Portal Integration Overview

Was this article helpful?

Yes No

Submit